Natalie M. Perry, Chicago Partner and ACTEC Fellow, will co-present a session at the upcoming annual Heckerling Institute for Estate Planning in Orlando. The program will take a closer look at the Supreme Court’s Connelly decision and its impact on business succession planning. It will focus specifically on buy-sell agreements, life insurance, and how a redemption obligation could be relevant in the appraisal of a decedent’s interest in the business. This session is part of the conference’s Business and Financial Assets track.
Heckerling Institute on Estate Planning is one of the nation’s leading educational conferences for estate planning professionals. The session, “Business as Usual? Buy-Sell Agreements, Life Insurance and Business Valuation after Connelly,” will take place on the afternoon of Wednesday, January 15.
For more about the Heckerling Institute on Estate Planning, visit here.
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About Heckerling Institute on Estate Planning
The Heckerling Institute on Estate Planning is the nation’s leading educational conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 59th Heckerling Institute covers topics of timely interest to attorneys, accountants, trust officers, charitable giving professionals, wealth management professionals, and nonprofit advisors.
